Ensombl Advice Australia

In this episode, Neil Rogan is joined by Alex Cousley, Strategist and Portfolio Manager at Russell Investments, to unpack the drivers of recent market movements, what Australia’s US beef import annou…

When the market noise is deafening, how do you help clients stay calm and focused? 

In this episode, host James Whelan speaks with Bhanu Singh (DFA Australia) and David Andrew (Capital Partners) abou…

This week, Pat is joined by Leong Tang, Partner, Financial Adviser (CFP®) at Callaghans. They discuss the importance of process-driven technology adoption, leveraging tools like ClickUp and AI to enh…

Marcus is an Associate Financial Adviser at Rising Tide Financial. He and James discuss his career transition from a family office investment professional to an adviser at Rising Tide, driven by a de…

In this episode, Pat speaks with Stephen Handley, Founder and CEO at Fin365. They discuss the platform's evolution, focusing on Microsoft-powered technology solutions for advice firms, data-driven au…

Natasha is a Financial Planning Assistant at Vista Financial Group. She shares her journey from working in Sri Lanka to pursuing her professional year at Vista Financial Group, driven by her passion …

This week, Pat is joined by Shehan Alwis and Tim Rogers from Adviceflo. They discuss how Adviceflo can transforms static advice documents into dynamic, interactive, and visually engaging presentation…

What if everything you thought about risk was wrong? In this episode of the Ensombl lnvestment podcast, host James Whelan is joined by Dan Miles from Innova Asset Management to challenge the old obse…

This week, Pat is joined by Natallia Smith, Founder of TruWealth Advice. They discuss her tech stack focused on serving single women over 50, using user-friendly tools like Microsoft Dynamics, Fin 36…

Hannah is an Associate Adviser at Stellar Wealth. She and James discuss her progress through the professional year, her role in client interactions, and her use of social media to educate and build h…

In this timely investment update, Neil Rogan chats with Russell Investments' Alexander Cousley, exploring the latest global market developments — from Middle East tensions and their muted impact on o…

This week, Pat speaks with Alan FitzGerald, Founder & Fractional CTO at Practice Connections. They discuss the critical importance of strategic technology adoption, data management, and AI integratio…

Luke is the Director and Financial Adviser at Advice Loop. He and James discuss his journey from a dissatisfied corporate employee to building his practice, Advice Loop, focusing on organic growth, c…

Just as markets rebound, flaring geopolitical tensions once again set investors on edge, and in this Quarterly Market Update, host James Whelan is joined by Vern Du Preez (Orbis Investments) and Viol…

In this episode, Pat is joined by Paul Feeney, Founder of Otivo. Paul returns to the AdviceTech Podcast to discuss how Otivo aims to make personalised, actionable advice accessible to all Australians…

Chris is the Founder And Financial Planner at Glasshouse Wealth. He and James discuss his move from Victoria to Queensland, launching Glasshouse Wealth with a focus on white-collar professionals, usi…

In this episode, Rocksy is joined by Nathan Jacobsen, Chief Executive Officer at VBP. He shares his journey from military leadership to becoming CEO of VBP, and discusses the importance of technology…

This week, Pat is joined by Nick Topham, Founder of ProductRex. They discuss the platform's latest innovations, new features and benefits, the SMA Reporting Standard, AI integration, and a commitment…

John is the Founder and Strategic Wealth Adviser at Thriving Wealth. John recently won FAAA Adviser of the Year, and he and James discuss his journey with Thriving Wealth, his strategic approach to a…

This week, Pat speaks with Stuart Riddle, Co-Founder of Claras.ai. They discuss how Claris.ai has evolved from a simple file note tool to a comprehensive workflow engine that helps advisers streamlin…